|
1
|
|
$1.67M
|
+$928K
|
+23,863
|
+68%
|
|
|
2
|
Old Port Advisors
Portland,
Maine
|
$1.58M
|
+$63.1K
|
+1,623
|
+3%
|
|
|
3
|
|
$839K
|
-$46.8K
|
-1,203
|
-4%
|
|
|
4
|
Transcend Capital Advisors
Madison,
New Jersey
|
$613K
|
+$297K
|
+7,629
|
+55%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$250K
|
-$117K
|
-3,018
|
-26%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$247K
|
-$35K
|
-900
|
-9%
|
|
|
7
|
Advisory Services Network
Atlanta,
Georgia
|
$142K
|
–
|
–
|
–
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$129K
|
–
|
–
|
–
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$102K
|
-$4.55K
|
-117
|
-3%
|
|
|
10
|
Private Capital Group
West Hartford,
Connecticut
|
$74K
|
–
|
–
|
–
|
|
|
11
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$33K
|
-$18.3K
|
-470
|
-29%
|
|
|
12
|
Anchor Investment Management
Columbia,
South Carolina
|
$31K
|
–
|
–
|
–
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$29K
|
+$38.8K
|
+998
|
New
|
|
|
14
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$23K
|
+$31.1K
|
+800
|
New
|
|
|
15
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$8K
|
+$10.7K
|
+274
|
New
|
|
|
16
|
|
$7K
|
–
|
–
|
–
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5K
|
–
|
–
|
–
|
|
|
18
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
19
|
Barclays
London,
United Kingdom
|
$3K
|
–
|
–
|
–
|
|
|
20
|
Synovus Financial
Columbus,
Georgia
|
$3K
|
+$4.16K
|
+107
|
New
|
|
|
21
|
LVW Advisors
Pittsford,
New York
|
–
|
-$553K
|
-12,648
|
Closed
|
|
|
22
|
Lee Financial
Dallas,
Texas
|
–
|
-$31K
|
-700
|
Closed
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
–
|
+$39
|
+1
|
+100%
|
|
